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Forrester Research

96 hedge funds and large institutions have $401M invested in Forrester Research in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 9596 (+1)

1% more capital invested

Capital invested by funds: $399M → $401M (+$2.77M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 51

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$97.7M -$1.91M -52,060 -2%
PCP
2
P2 Capital Partners
New York
$44.6M -$12.1M -329,522 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.7M -$930K -25,401 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.8M +$667K +18,227 +3%
BFA
5
BlackRock Fund Advisors
California
$22.3M -$3.79M -103,550 -15%
EIP
6
Epoch Investment Partners
New York
$18.4M -$1.58M -43,066 -8%
ACM
7
American Capital Management
New York
$17M +$150K +4,102 +0.9%
RA
8
Royce & Associates
New York
$16.3M -$1.56M -42,494 -9%
BIT
9
BlackRock Institutional Trust
California
$13.3M -$153K -4,186 -1%
Norges Bank
10
Norges Bank
Norway
$11.2M +$5.41M +147,903 +100%
State Street
11
State Street
Massachusetts
$9.66M -$172K -4,709 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$8.64M -$864K -23,600 -9%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$8.29M -$23.3K -637 -0.3%
USAA
14
United Services Automobile Association
Texas
$8.16M
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$7.56M +$616K +16,833 +9%
Northern Trust
16
Northern Trust
Illinois
$6.01M -$1.07M -29,328 -16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.95M -$103K -2,815 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.78M -$348K -9,503 -11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.72M -$282K -7,717 -10%
Invesco
20
Invesco
Georgia
$2.51M -$45.3K -1,237 -2%
NFA
21
Nationwide Fund Advisors
Ohio
$2.22M -$116K -3,177 -5%
SFM
22
Systematic Financial Management
New Jersey
$1.94M +$1.88M +51,335 New
Ameriprise
23
Ameriprise
Minnesota
$1.91M -$14.2K -388 -0.8%
TCIM
24
TIAA CREF Investment Management
New York
$1.9M -$164K -4,477 -8%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.69M -$106K -2,900 -6%

FORR Hedge Fund Activity: Q2 2014 in Review

96 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2014, worth a combined $401M — up 0.69% from $399M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 51 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.41M. The largest seller was P2 Capital Partners, cutting an estimated $12.1M.

  • 96 institutional investors held Forrester Research (FORR) as of Q2 2014, up from 95 in Q1 2014.
  • Funds reported $401M of Forrester Research stock for Q2 2014, up 0.69% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q2 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q2 2014 was Norges Bank, an estimated $5.41M added.
  • The largest Forrester Research seller in Q2 2014 was P2 Capital Partners, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2014.